WINTHROP CAPITAL MANAGEMENT
SEC RegisteredAbout the firm
Winthrop Insurance Solutions was built on two principles: a disciplined investment process and a continuous pursuit of excellence. The firm offers insurance investment management, insurance solutions, research and consulting, and accounting, reporting and governance services. Its employees are trained professionals empowered to act on behalf of clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Insurance investment management, insurance solutions (including technology-enabled risk management reporting, asset management for insurers, and reinsurance solutions), research and consulting (independent research from experienced professionals), and accounting, reporting and governance (customized reports, accounting, and governance support with knowledge of relevant regulatory frameworks). Includes a comprehensive approach to strategic asset allocation and a diverse investment platform covering structured credit, private credit, real estate, and public securities.
Who they serve
Insurance companies facing complex investment and regulatory challenges
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 406 | $217M |
| High Net Worth Individuals | 60 | $181M |
| Pension/Profit Sharing Plans | 1 | $185M |
| Charitable Organizations | 10 | $63M |
| State/Municipal Entities | 7 | — |
| Sovereign Wealth Funds | 25 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WINTHROP CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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